Banking Client Advisor & Sales Specialist

Standard Bank Group; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services group in Durban is seeking a professional to manage banking inquiries for Personal, Prestige, and Private Banking clients. The role requires handling various account activities while ensuring compliance with legislative requirements. A minimum of 2-3 years of customer service experience in banking or financial services and a valid driver's license are essential. Opportunities for career growth within the company are available.

Qualifications

• 2-3 years' customer service experience in banking, insurance, or financial services.
• 1 year experience in sales.
• A valid driver's license.

Responsibilities

• Handle demand from clients for banking services effectively.
• Formulate accurate assessments based on client inquiries.
• Ensure compliance with product and legislative requirements.

Skills

Customer service skills

Sales skills

Client understanding

Education

Matric coupled with FAIS qualification NQF Level 5

Job description

A leading financial services group in Durban is seeking a professional to manage banking inquiries for Personal, Prestige, and Private Banking clients. The role requires handling various account activities while ensuring compliance with legislative requirements. A minimum of 2-3 years of customer service experience in banking or financial services and a valid driver's license are essential. Opportunities for career growth within the company are available.